Company Settings for the platform Administrator
Overview
How do I access and manage company-wide settings in CxPlanner?
The Company Settings page in CxPlanner gives you access to license-level configurations such as report customization, security, and platform defaults. These settings affect the entire organization and require elevated access.
When and why to use this
Use the Company Settings page when you need to:
- Update company-wide branding (logo, login link, etc.)
- Manage platform usage (storage, projects, users)
- Set standard project templates
- Customize report outputs
- Enforce security measures
- Access company-level API keys
Key points:
- These settings apply to the entire CxPlanner license - not just a single project.
- Project settings are not accessible from here.
- Changes affect all future use unless otherwise noted.
How to - step by step
- Click your Avatar in the top-right corner
- Select Company Profile
- Choose one of the available setting sections
Behavior and results
Setting | Description |
|---|---|
Company Agreement | View license usage stats (projects, users, storage). Upgrade limits if needed. |
Login Link | Customize the login page with your company name and logo. |
Logo | Upload your logo to appear in place of CxPlanner’s on exported PDFs. |
Project Overview | View all company projects (name + author). No access or changes can be made here. |
Standard Project | Set a template project so all new projects follow your standard structure and settings. |
Report Settings | Modify the default appearance of exported PDF reports across your platform. |
Security | Manage sign-in duration, force logouts, and send password reset emails. |
API | Access your company's API keys for integrations. |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can't access Company Settings | You're not set as admin | Contact another Company Admin |
Login page doesn't show logo | Logo not uploaded or saved | Re-upload logo under Logo settings |
PDF exports show wrong footer | Old settings in use | Check and save new Report Settings |
Template project not selectable | Project status not set to Template | Go to the project and change status |
Quick facts
- Requires: Company Administrator
- Location: Avatar → Company Profile
- Affects: Platform defaults, reports, login UI, and security
Updated on: 08/04/2025
Thank you!